FFNIX Mutual Fund

NAV$14.94

AUM$40M

TER0.53%

Holdings34

FFNIX Mutual Fund

NAV$14.94

Fidelity Asset Manager 40% Class I

AUM$40M

TER0.53%

Holdings34

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Holdings Overlap Analysis

Compare FFNIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FFNIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FFNIX Mutual Fund Overlap Analysis

FFNIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FFNIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FFNIX may share significant positions with broad-market funds.

FFNIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FFNIX tax-loss harvesting finds highly correlated but non-identical funds.